Outbound Investment Advisor: Financial Growth

Edelman Financial Engines; United States; On-site; USD 72,000 - 80,000; Full time

Benefits offered by this job

Quarterly sales bonus

Health and dental benefits

401(k) contributions

Job summary

Edelman Financial Engines is seeking an Outbound Investment Advisor to guide clients toward their financial goals via proactive outreach and consultative conversations. You’ll engage prospects, present strategies, and build trust in a fast-paced advisor center.

Requirements include a Bachelor’s degree, Series 65/66, outbound or call-center sales experience, and fluency in English and Spanish. Strong customer service and results orientation are essential.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Series 65 or 66 securities license required.
• Experience in consultative sales, preferably outbound call center.
• Fluent in English and Spanish.
• Strong customer service skills and willingness to engage clients by phone.
• Results-driven with ability to discuss financial goals.

Responsibilities

• Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets.
• Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal‑based conversations; presents appropriate financial solutions to support the achievement of client objectives.
• Helps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficient.
• Educates client on financial, investment, debt management, and retirement planning strategies.
• Works with high emotional intelligence, developing an unwavering environment of client trust.
• Excels in a consistent, structured work environment.
• Effective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successful.

Skills

Outbound sales experience

English/Spanish bilingual

Call center experience

Client relationship building

Financial services knowledge

Education

Bachelor’s degree or equivalent

Series 65 or 66 securities license

Job description

Edelman Financial Engines is seeking an Outbound Investment Advisor to guide clients toward their financial goals via proactive outreach and consultative conversations. You’ll engage prospects, present strategies, and build trust in a fast-paced advisor center.

Requirements include a Bachelor’s degree, Series 65/66, outbound or call-center sales experience, and fluency in English and Spanish. Strong customer service and results orientation are essential.